Estate and Trust Administration

I represent executors and administrators of estates and trustees of trusts in the administration of decedent affairs. This process involves a thorough examination of the assets, the manner in which they are held and the manner in which they are to be distributed to named heirs or beneficiaries. I am knowledgeable of the tax consequences and the complex procedures of the probate courts.

My office includes two probate paralegals who have worked with me for more than 20 years. Their experience brings efficiency and savings to the administration of every estate. We are familiar with the necessary accounting and bookkeeping systems that support the preparation of estate tax returns and the interim and the final accounts required by the probate court.

Additionally, I help clients to resolve controversies among beneficiaries.

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